Customer Onboarding Specialist

General Purpose & Essential Duties:

The Onboarding Specialist works to serve Guardian Alarm's service technicians, alarm installers, and/or sales operations and are cross-trained in all functions of the various pieces of this role to assist other team members when needed.

• Maintain any quote and work order views associated with primary role
• Process data entry requests that come in via email
• Triage workload based on installation dates and other established priorities
• Audit and approve all sales orders based on Guardian standards and guidelines
• Provide quality assurance on product lines in sales orders
• Continue to train on new technology solutions Guardian is using in order to properly enter data on various platforms
• Process incoming work orders which includes onboarding new customer data, and inputting and updating information on various platforms to prepare for installation, billing, and monitoring
• Process manager-approved sales reversals, updating various platforms to reflect the requested changes
• Perform data entry tasks with high degree of accuracy
• Perform other related duties as assigned

Required Skills, Abilities, Education & Experience:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Proven strong attendance record.
• Strong analytical and problem-solving skills.
• Excellent time management skills.
• Proficient with Microsoft Office Suite or related software.
• Strong customer service, data entry and scheduling ability.
• Strong attention to detail skills.
• Associates degree in related field or equivalent working experience required.
• At least 2 years of customer service, scheduling or data entry experience required.